You’ve worked tirelessly for several years to make the family business you founded a success.

Now that you’ve reached a comfort level with what you’ve been able to achieve so far, you’re starting to think more about your future:

• What’s the best way to transition management or ownership and maintain family harmony?
• What should you be doing to minimize taxation and maximize your legacy down the road?
• What needs to be done now to grow and protect your current wealth to make sure you’ll have an adequate source of income in retirement?
• What decisions need to be made today to retain control of the future for your family and your business?

We understand what you’re going through right now. Since 1985, we’ve specialized in helping family business owners like you plan for business succession.

Our STAR approach to succession planning creates custom strategies for you and your business in five key areas: Family Harmony, Investment Planning, Risk Management, Cash Flow Management and Estate Planning. These strategies provide a holistic approach to growing, protecting, managing and ultimately transferring your wealth.

We’ll start by taking the time to understand you and your business. We’ll ask the right questions to help you imagine what the endgame of succession should be, not just for you, but for the rest of your family too.

Then we’ll help you align your personal goals and your business goals toward achievement of that endgame. We’ll involve other family members to ensure harmony. And, we’ll coordinate with your accounting and legal advisors to make sure everyone is on the same page and working with the same agenda and timetable.

The earlier you start planning for succession, the more options you’ll have for maximizing wealth and minimizing taxation.